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SOL FINANCIAL
SOL FINANCIAL LLC
CRD 333387
2665 S BAYSHORE DR, SUITE 220/94, MIAMI, FL, 33133, United States
Phone
305-792-8377
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.8M
Discretionary AUM
$6.8M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $6.5M |
| High net worth individuals | 2 | $2.0M |
| Investment companies | 11 | $384K |
| Pension/profit sharing plans | 4 | $839K |
| Charitable organizations | 1 | $28K |
Official SEC filing: View on IAPD